Banner Finance Approval Processes
Approving Budget Entries, Journal Vouchers
and Cash Receipts ŝŶĂŶŶĞƌ&ŝŶĂŶĐĞ
VCU Controller’s Office
Banner Approvals
§ What are they?
- Electronic Approvals provide a paperless
process for documents to move through the
approval process in Banner.
§ Which documents?
- All Banner journal entries, budget
reallocations and cash receipts must be
approved in Banner before they will be
posted.
VCU Controller’s Office
Banner Approval Rules and Policies
§ The document “running” total (total of all transactions) will
determine how many approvals, and what administrative
levels, are necessary for Banner documents (budget entries
and journal entries):
-
Dean/Director - $100,001 - $500,000
Fiscal Administrators - $100,000 or less
Vice President - $500,001- $999,999
President - $1,000,000 and over
- The Controller’s Office will approve journal
entry transactions of $1,000,000 or more.
§ Cash receipt entries only require a Fiscal Administrator
approval.
VCU Controller’s Office
Banner Approval Responsibilities
§ “Explicit” approvals implemented
-The person who keys the entry cannot approve
their own document.
§
Please review documents waiting for approval
in a timely manner. All Banner Finance
documents must be approved or rejected
within 5 business days.
- When you access any finance form, you will
receive a message in Banner notifying you
that documents are waiting for your approval.
VCU Controller’s Office
Banner Approval Forms
• Forms used for approvals:
• FOIAINP - Approval Notification
- Lists the types and number of documents
awaiting your approval.
• FOAUAPP - User Approval
- This form enables you to approve or disapprove
a document, view the document’s detail and
view all of the queues/levels responsible for
approving the document.
• FOAAINP - Document Approval
- This form can be used when you know the
specific document and document number
you need to approve.
• FOIAPPH - Document Approval History
- This form displays the document approval
history and status of a specific document.
- The queue ID displays “DENY” if a document
has been disapproved.
VCU Controller’s Office
Banner Approval Procedures
To access the Approval Notification form:
§
In FOIAINP, click Options > FOAUAPP
to proceed to the User Approval form.
§
Or, click
(Exit) to close the FOIAINP form
and enter FOAUAPP directly in the Go To box.
VCU Controller’s Office
Banner FOAUAPP Approval Procedures
§
§
§
§
Your user ID will default into the FOAUAPP
form.
To see ONLY your approval queue, leave the
box checked.
If you approve at Dean/Director authority or higher
and the Fiscal Administrator level has not approved the
document, remove the check mark from the Next
Approver box on the right of the screen to view other
approval levels.
Next Block,
or Ctrl/PgDn, to move to the
Document information block on the form and view any
waiting documents.
VCU Controller’s Office
Banner Approval Procedures
§
Click the Approve, Disapprove or other
icons beneath each document row, to approve, disapprove,
view detail or view queue information.
-
To review the detail of the entry, click
Detail:
to open FOQJVCD
–
(Exit) to close FOQJVCD and
Click
return to FOUAUPP
VCU Controller’s Office
If you disapprove a document…
§
§
A pop up window will display the message stating that
the document was disapproved. Text can be entered
why the document was disapproved
- Click OK, and OK again in the confirmation
window.
The document can be edited on the Journal Voucher
Mass Entry Form FGAJVCM by the originator and it will be
rerouted for approval again.
-The document will post once all necessary approvals
have been completed.
VCU Controller’s Office
If you approve a document…
§
A pop up window will appear with the message stating
that the document is approved.
§
Click OK and OK again in the confirmation window.
VCU Controller’s Office
FOAAINP Document Approval
Used to display the document approval history and status of
documents.
You may approve or disapprove documents on this
form as well.
Enter FOAAINP in the Go To Box.
§
Next Block,
documents
or Ctrl/PgDn, to display the
VCU Controller’s Office
FOIAPPH Approval History
Used to display the document approval history and status of
documents.
Enter FOIAPPH in the Go To Box
§
For a list of documents:
Query Enter or press F7.
Enter no values to see all results, or enter specific
search criteria in the desired left side field.
Query Execute or press F8.
§
The Queue ID states DENY if any document was
disapproved.